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Disclosery

Planning Center, Inc.: DFGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Center, Inc. on DFGX, newest first. How the timeline and the estimate are built.

Planning Center, Inc. held 1,595,524 DFGX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,595,524 shares
    Change vs previous 13F +42,955 shares

    8.07% of the 13F portfolio, value $85,511,789.

    13F-HR 0001910966-26-000005 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,552,569 shares
    Change vs previous 13F +76,771 shares

    8.25% of the 13F portfolio, value $81,433,021.

    13F-HR 0001910966-26-000003 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,475,798 shares
    Change vs previous 13F +161,746 shares

    7.93% of the 13F portfolio, value $77,678,633.

    13F-HR 0001910966-26-000001 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,314,052 shares
    Change vs previous 13F +47,356 shares

    7.44% of the 13F portfolio, value $70,906,246.

    13F-HR 0001910966-25-000008 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,266,696 shares
    Change vs previous 13F +31,320 shares

    7.47% of the 13F portfolio, value $67,590,899.

    13F-HR 0001910966-25-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,235,376 shares
    Change vs previous 13F +55,988 shares

    7.64% of the 13F portfolio, value $64,548,396.

    13F-HR 0001910966-25-000003 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,179,388 shares
    Change vs previous 13F +23,327 shares

    7.83% of the 13F portfolio, value $61,705,580.

    13F-HR 0001910966-25-000001 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,156,061 shares
    Change vs previous 13F not available

    7.71% of the 13F portfolio, value $62,554,461.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).